Shelton Taylor & Associates Inc.
Plan context: SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PENSION PLAN
EIN 58-2016113 • Charlotte, NC • 31 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,236,113
2024 Contributions
$104,322
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 12 | $3,236,113 | $104,322 | $8,694iApproximate average salary by contribution assumption: employee only about $217,338 at 4% or $144,892 at 6%; with 50% employer match about $144,892 at 4% or $96,594 at 6%; with 100% employer match about $108,669 at 4% or $72,446 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | - | 9 | $2,580,063 | $0 | - |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 12 | $656,050 | $104,322 | $8,694iApproximate average salary by contribution assumption: employee only about $217,338 at 4% or $144,892 at 6%; with 50% employer match about $144,892 at 4% or $96,594 at 6%; with 100% employer match about $108,669 at 4% or $72,446 at 6%. |
| 2023 | 3 | 11 | $2,835,870 | $269,815 | $24,529iApproximate average salary by contribution assumption: employee only about $613,216 at 4% or $408,811 at 6%; with 50% employer match about $408,811 at 4% or $272,540 at 6%; with 100% employer match about $306,608 at 4% or $204,405 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 10 | $2,331,355 | $120,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 11 | $504,515 | $127,773 | $11,616iApproximate average salary by contribution assumption: employee only about $290,393 at 4% or $193,595 at 6%; with 50% employer match about $193,595 at 4% or $129,064 at 6%; with 100% employer match about $145,197 at 4% or $96,798 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC GCF BENEFIT PLAN | - | 0 | $0 | $22,042 | - |
| 2022 | 3 | 10 | $2,444,137 | $393,615 | $39,362iApproximate average salary by contribution assumption: employee only about $984,038 at 4% or $656,025 at 6%; with 50% employer match about $656,025 at 4% or $437,350 at 6%; with 100% employer match about $492,019 at 4% or $328,013 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 9 | $2,101,323 | $220,000 | $24,444iApproximate average salary by contribution assumption: employee only about $611,111 at 4% or $407,407 at 6%; with 50% employer match about $407,407 at 4% or $271,605 at 6%; with 100% employer match about $305,556 at 4% or $203,704 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $339,668 | $110,064 | $12,229iApproximate average salary by contribution assumption: employee only about $305,733 at 4% or $203,822 at 6%; with 50% employer match about $203,822 at 4% or $135,881 at 6%; with 100% employer match about $152,867 at 4% or $101,911 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC GCF BENEFIT PLAN | - | 10 | $3,146 | $63,551 | $6,355iApproximate average salary by contribution assumption: employee only about $158,878 at 4% or $105,918 at 6%; with 50% employer match about $105,918 at 4% or $70,612 at 6%; with 100% employer match about $79,439 at 4% or $52,959 at 6%. |
| 2021 | 3 | 7 | $2,603,176 | $269,969 | $38,567iApproximate average salary by contribution assumption: employee only about $964,175 at 4% or $642,783 at 6%; with 50% employer match about $642,783 at 4% or $428,522 at 6%; with 100% employer match about $482,088 at 4% or $321,392 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 7 | $2,172,048 | $180,000 | $25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $429,832 | $63,371 | $9,053iApproximate average salary by contribution assumption: employee only about $226,325 at 4% or $150,883 at 6%; with 50% employer match about $150,883 at 4% or $100,589 at 6%; with 100% employer match about $113,163 at 4% or $75,442 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC GCF BENEFIT PLAN | - | 7 | $1,296 | $26,598 | $3,800iApproximate average salary by contribution assumption: employee only about $94,993 at 4% or $63,329 at 6%; with 50% employer match about $63,329 at 4% or $42,219 at 6%; with 100% employer match about $47,496 at 4% or $31,664 at 6%. |
| 2020 | 2 | 7 | $2,062,518 | $380,224 | $54,318iApproximate average salary by contribution assumption: employee only about $1,357,943 at 4% or $905,295 at 6%; with 50% employer match about $905,295 at 4% or $603,530 at 6%; with 100% employer match about $678,971 at 4% or $452,648 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 7 | $1,735,501 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 6 | $327,017 | $130,224 | $21,704iApproximate average salary by contribution assumption: employee only about $542,600 at 4% or $361,733 at 6%; with 50% employer match about $361,733 at 4% or $241,156 at 6%; with 100% employer match about $271,300 at 4% or $180,867 at 6%. |
| 2019 | 2 | 8 | $1,315,706 | $191,923 | $23,990iApproximate average salary by contribution assumption: employee only about $599,759 at 4% or $399,840 at 6%; with 50% employer match about $399,840 at 4% or $266,560 at 6%; with 100% employer match about $299,880 at 4% or $199,920 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 8 | $1,163,738 | $160,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 6 | $151,968 | $31,923 | $5,321iApproximate average salary by contribution assumption: employee only about $133,013 at 4% or $88,675 at 6%; with 50% employer match about $88,675 at 4% or $59,117 at 6%; with 100% employer match about $66,506 at 4% or $44,338 at 6%. |
| 2018 | 2 | 6 | $989,457 | $196,280 | $32,713iApproximate average salary by contribution assumption: employee only about $817,833 at 4% or $545,222 at 6%; with 50% employer match about $545,222 at 4% or $363,481 at 6%; with 100% employer match about $408,917 at 4% or $272,611 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 6 | $864,620 | $150,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 6 | $124,837 | $46,280 | $7,713iApproximate average salary by contribution assumption: employee only about $192,833 at 4% or $128,556 at 6%; with 50% employer match about $128,556 at 4% or $85,704 at 6%; with 100% employer match about $96,417 at 4% or $64,278 at 6%. |
| 2017 | 2 | 6 | $905,581 | $123,828 | $20,638iApproximate average salary by contribution assumption: employee only about $515,950 at 4% or $343,967 at 6%; with 50% employer match about $343,967 at 4% or $229,311 at 6%; with 100% employer match about $257,975 at 4% or $171,983 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 6 | $809,437 | $104,334 | $17,389iApproximate average salary by contribution assumption: employee only about $434,725 at 4% or $289,817 at 6%; with 50% employer match about $289,817 at 4% or $193,211 at 6%; with 100% employer match about $217,363 at 4% or $144,908 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | $96,144 | $19,494 | $3,899iApproximate average salary by contribution assumption: employee only about $97,470 at 4% or $64,980 at 6%; with 50% employer match about $64,980 at 4% or $43,320 at 6%; with 100% employer match about $48,735 at 4% or $32,490 at 6%. |
| 2016 | 2 | 5 | $659,101 | $164,246 | $32,849iApproximate average salary by contribution assumption: employee only about $821,230 at 4% or $547,487 at 6%; with 50% employer match about $547,487 at 4% or $364,991 at 6%; with 100% employer match about $410,615 at 4% or $273,743 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 4 | $588,711 | $147,842 | $36,961iApproximate average salary by contribution assumption: employee only about $924,013 at 4% or $616,008 at 6%; with 50% employer match about $616,008 at 4% or $410,672 at 6%; with 100% employer match about $462,006 at 4% or $308,004 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | $70,390 | $16,404 | $3,281iApproximate average salary by contribution assumption: employee only about $82,020 at 4% or $54,680 at 6%; with 50% employer match about $54,680 at 4% or $36,453 at 6%; with 100% employer match about $41,010 at 4% or $27,340 at 6%. |
| 2015 | 2 | 7 | $492,100 | $138,075 | $19,725iApproximate average salary by contribution assumption: employee only about $493,125 at 4% or $328,750 at 6%; with 50% employer match about $328,750 at 4% or $219,167 at 6%; with 100% employer match about $246,563 at 4% or $164,375 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 4 | $429,815 | $109,625 | $27,406iApproximate average salary by contribution assumption: employee only about $685,156 at 4% or $456,771 at 6%; with 50% employer match about $456,771 at 4% or $304,514 at 6%; with 100% employer match about $342,578 at 4% or $228,385 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $62,285 | $28,450 | $4,064iApproximate average salary by contribution assumption: employee only about $101,607 at 4% or $67,738 at 6%; with 50% employer match about $67,738 at 4% or $45,159 at 6%; with 100% employer match about $50,804 at 4% or $33,869 at 6%. |
| 2014 | 2 | 6 | $365,251 | $148,851 | $24,809iApproximate average salary by contribution assumption: employee only about $620,213 at 4% or $413,475 at 6%; with 50% employer match about $413,475 at 4% or $275,650 at 6%; with 100% employer match about $310,106 at 4% or $206,738 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 4 | $328,019 | $128,414 | $32,104iApproximate average salary by contribution assumption: employee only about $802,588 at 4% or $535,058 at 6%; with 50% employer match about $535,058 at 4% or $356,706 at 6%; with 100% employer match about $401,294 at 4% or $267,529 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 6 | $37,232 | $20,437 | $3,406iApproximate average salary by contribution assumption: employee only about $85,154 at 4% or $56,769 at 6%; with 50% employer match about $56,769 at 4% or $37,846 at 6%; with 100% employer match about $42,577 at 4% or $28,385 at 6%. |
| 2013 | 2 | 6 | $215,088 | $215,088 | $35,848iApproximate average salary by contribution assumption: employee only about $896,200 at 4% or $597,467 at 6%; with 50% employer match about $597,467 at 4% or $398,311 at 6%; with 100% employer match about $448,100 at 4% or $298,733 at 6%. |
| SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PLAN | - | 6 | $198,134 | $198,134 | $33,022iApproximate average salary by contribution assumption: employee only about $825,558 at 4% or $550,372 at 6%; with 50% employer match about $550,372 at 4% or $366,915 at 6%; with 100% employer match about $412,779 at 4% or $275,186 at 6%. |
| Shelton Taylor & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | $16,954 | $16,954 | $3,391iApproximate average salary by contribution assumption: employee only about $84,770 at 4% or $56,513 at 6%; with 50% employer match about $56,513 at 4% or $37,676 at 6%; with 100% employer match about $42,385 at 4% or $28,257 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Shelton Taylor & Associates Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 2 | $22,152 | $0 | - |
| Shelton Taylor & Associates Inc. Profit Sharing Plan | - | 2 | $22,152 | - | - |
| 2000 | 1 | 1 | $28,635 | $0 | - |
| SHELTON TAYLOR & ASSOCIATES, INC. PROFIT SHARING PLAN | - | 1 | $28,635 | - | - |
| 1999 | 1 | 1 | $34,166 | $0 | - |
| Shelton Taylor & Associates Inc. Profit Sharing Plan | - | 1 | $34,166 | - | - |